+983.6%
AAOI vs WELL
+512.6%
+471.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.1% |
| 7D | +4.7% | -1.1% | +5.8% | +4.9% |
| 30D | -18.7% | +0.7% | -19.5% | -19.0% |
| 3M | -33.7% | +14.5% | -48.3% | -36.4% |
| 6M | -2.4% | +14.4% | -16.8% | -6.8% |
| YTD | +209.6% | +28.5% | +181.1% | +187.0% |
| 1Y | +355.0% | +41.8% | +313.3% | +309.4% |
| 3Y | +814.7% | +202.8% | +611.8% | +564.9% |
| 5Y | +1,298.1% | +208.8% | +1,089.2% | +896.6% |
| 10Y | +449.8% | +356.5% | +93.3% | +228.1% |
| All | +983.6% | +512.6% | +471.0% | +590.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling